PCS
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Personal CFO Solutions’s iShares US Infrastructure ETF IFRA Stock Holding History

Personal CFO Solutions’s Portfolio IFRA Stock Details IFRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8,425
Closed -$314K – 489
2023
Q1 		$314K Buy
8,425
+928
+12% +$35K 0.06% 297
2022
Q4 		$272K Buy
+7,497
New +$268K 0.06% 332

Other funds holding IFRA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Personal CFO Solutions's IFRA Position: Q2 2023 in Review

Personal CFO Solutions sold out of iShares US Infrastructure ETF (IFRA) in Q2 2023, closing a stake of 8,425 shares — an estimated $314K sold.

Personal CFO Solutions first reported a position in IFRA in Q4 2022 and held it in 2 quarters. The position peaked at $314K in Q1 2023. 325 funds tracked by Wall St. Rank hold IFRA as of Q2 2023.

  • Personal CFO Solutions reported no remaining iShares US Infrastructure ETF position as of Q2 2023 after selling out during the quarter.
  • Personal CFO Solutions sold 8,425 iShares US Infrastructure ETF shares in Q2 2023, an estimated $314K.
  • Personal CFO Solutions first reported a position in iShares US Infrastructure ETF in Q4 2022 and held it in 2 quarters.
  • Personal CFO Solutions's iShares US Infrastructure ETF position peaked at $314K in Q1 2023.
  • 325 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2023.

Based on Personal CFO Solutions's 13F filing for Q2 2023, filed 10 Aug 2023.